While building an Agentic AI based Product, we identified a critical opportunity: the traditional proposal form experience was outdated and inefficient. The parent platform had just introduced Agentic AI capabilities, creating a perfect moment to redesign the form from a passive data-entry screen into a dynamic, intelligent system that collaborated with users.

This feature study outlines how I designed a next-gen proposal form workflow that helped users write better proposals, faster; while boosting submission quality and approval rates.

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